Support topics that center around the creation and usage of Quarterly Effort Reports within PEARS
In each Quarterly Effort record, PEARS can automatically calculate your total contacts for the quarter based on data reported in Program Activities and Direct Contacts. For more information on how to auto calculate contacts, see the Instructions section, listed below. For more information on the logic used to auto calculate contacts, see the following five … Read more Auto Calculate Quarterly Effort Contacts
From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to edit. The details of the quarterly effort reported display. Click Effort & Contacts.The Effort & Contacts page displays. Fill out the Critical Issue fields: Fill out the Contacts section. The number … Read more Add Effort & Contacts
From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Click on the Add button: Fill out the Reporting period, Quarter, Program areas, and Cooperative Extension Appointment fields: Add any comments that need to be noted regarding the quarterly effort. In the File Attachments field, upload … Read more Create a Quarterly Effort
From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to complete. The details of the quarterly effort reported display. Click Mark as Complete. The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete … Read more Mark a Quarterly Effort as Complete
From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a quarterly effort record to edit: The quarterly effort detail view displays. Click the Edit button: Edit the record details as needed.For more information on Quarterly Effort fields, see the documentation article for … Read more Edit a Quarterly Effort
From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The quarterly efforts list displays. Click on the quarterly effort record that needs to be deleted: The detail view of the quarterly effort appears. Click the red Delete button: The confirmation page displays. Review the information about the quarterly … Read more Delete a Quarterly Effort